Alicia Small
Associate Advisor, Retirement Plans
Alicia joined Strategic in 2018 as a Retirement Plan Specialist. She is responsible for providing plan administration support and client service. Alicia also serves as the main point of contact for our plans' participants.
Background
Before coming to Strategic Financial Services, Alicia worked at Community Bank in Syracuse as a Commercial Loan Document Specialist and Adirondack Bank in Utica as a Loan Ops Team Lead.
Areas of Specialty
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Client Service & Advisor Support
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Retirement Planning & Education
Beneath the Surface
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Claim to Fame
Single parenting skills
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Enjoys
Spending time hiking famous peaks of the Adirondack Mountains.
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Family
Mother of one daughter